Fall 2014 Gift Annuity Postcard

Schoenbaum / The New Yorker Collection / www.cartoonbank.com

Consider the Andover Alternative

Invest in Andover’s future while enjoying fixed payments for life!

Andover gift annuities offer an immediate charitable income tax deduction, tax-advantaged quarterly payments, and membership in the Samuel Phillips & Sarah Abbot Society. Your tax-smart future gift to Andover will be invested in its endowment, which has a proven track record of exceptional performance.

A sample of Andover’s current annuity rates: Age(s) 75 80 85 80 & 75 85 & 80

Rate Sample Gift Annual Payment* Deduction** 6.2% $10,000 $620 $4,124 7.5% $10,000 $750 $4,447 8.4% $10,000 $840 $5,285 5.6% $10,000 $560 $3,663 6.7% $10,000 $670 $4,002

*Annual payments consist of ordinary income, capital gains and/or tax-free return of principal. **Available in October 2014. Subsequent months may generate higher or lower deductions based on the monthly IRS discount rate.

Contact Andover’s Gift Planning Office at 978-749-4529 or giftplanning@andover.edu for details.

Run your own calculations anonymously at www.andover.edu/webcalc

180 Main Street Andover MA 01810-4161